John Prendergast is the co-founder and CEO of Blueleaf. He serves on the board of WiredTiger, a developer of cloud optimized databases. He is also the founder and organizer of the Lean Startup Circle Boston. In addition to his decade and a half as an entrepreneur, John spent nearly a decade as an investment banker and financial advisor.

How offering access to institutional-quality financial account data from ByAllAccounts, across a multitude of account types and thousands of investment sources, has helped Blueleaf’s advisory clients to grow their practices:

Account aggregation alone helps advisors grow their business, but Blueleaf turbo charges the effect of aggregation by deeply embedding it with a state of the art, easy-to-use client engagement platform. For example, your clients on Blueleaf have the simple ability to add held-away accounts and “other” assets to the platform’s portal without the advisor helping or asking - and users love this simplicity. Across the board, Blueleaf is helping advisors grow their business in unexpected ways.